ROI Financial Advisors, LLC
All 13F Filings
- Location
- Beaverton, OR
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 174,113
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 65 | 174,113 | 13F-HR | ROI Financial Advisors, LLC |
| Q3 2025 | 11/10/2025 | 67 | 167,495 | 13F-HR | ROI Financial Advisors, LLC |
| Q2 2025 | 8/6/2025 | 71 | 157,313 | 13F-HR | ROI Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 165.2 K | 94.9% | 4.83 K | 0 | 4.83 K |
| ETFs | 8.911 K | 5.1% | 1.786 K | 0 | 1.786 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
174,113
Holdings
65
QoQ value change ($000)
6,618
(4.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.